You may assign user access roles under SETTINGS > USER SETTINGS > USERS. Here are the available roles and permissions….
Permission | Admin | Manager | Sales Rep | Restricted Sales Rep | Account Restricted Sales Rep | List Crea9on Restricted Sales Rep | List Reset Restricted Sales Rep | Limited Access Sales Rep | Lead/ Account/ Opp/List Crea9on Restricted Sales Rep | Sales Rep with Org Templates |
---|---|---|---|---|---|---|---|---|---|---|
SEARCH | x | x | x | x | x | x | x | x | x | |
CREATE NEW CONTACT | x | x | x | x | x | x | x | x | x | |
EDIT CONTACT | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNE D | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED |
DELETE CONTACT | ||||||||||
READ/VIEW CONTACT | x | x | x | x | x | x | x | x | x | x |
CREATE NEW OPPORTUNITY | x | x | x | x | x | x | x | |||
EDIT OPPORTUNITY | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNE D | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED |
DELETE OPPORTUNITY | ||||||||||
READ/VIEW OPPORTUNITY | x | x | x | x | x | x | x | x | x | x |
CREATE NEW LEAD | x | x | x | x | x | x | x | |||
EDIT LEAD | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNE D | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED |
DELETE LEAD | ||||||||||
READ/VIEW LEAD | x | x | x | x | x | x | x | x | x | x |
CREATE NEW ACCOUNT | x | x | x | x | x | x | ||||
EDIT ACCOUNT | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNE D | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED | BASED ON LAYOUT ASSIGNED |
DELETE ACCOUNT | ||||||||||
READ/VIEW ACCOUNT | x | x | x | x | x | x | x | x | x | x |
CREATE LIST | x | x | x | x | x | x | x | |||
PLAY LIST | x | x | x | x | x | x | x | x | x | x |
EDIT LIST | x | x | x | x | x | x | x | x | x | x |
REFRESH DYNAMIC LIST | x | x | x | x | x | x | x | x | x | x |
RESET LIST | x | x | x | x | x | x | x | x | x | |
EDIT CALL RESULT ON TIMELINE | x | x | x | x | x | x | x | x | x | x |
YOUR ORGANIZATIO N SETTINGS | x | |||||||||
PHONE NUMBERS | x | |||||||||
USER SETTINGS | x | |||||||||
ACD QUEUES | x | |||||||||
NOTIFICATION S | x | x | x | x | x | x | x | x | x | x |
PHONE SETTINGS | x | x | x | x | x | x | x | x | x | x |
EMAIL SETTINGS | x | x | x | x | x | x | x | x | x | x |
CREATE PERSONAL EMAIL TEMPLATES | x | x | x | x | x | x | x | x | x | |
CREATE ORG LEVEL TEMPLATES | x | x | x | |||||||
AUDIO FILES | x | |||||||||
RECORDINGS | x | |||||||||
INTEGRATIONS | x | |||||||||
MY PROFILE | x | x | x | x | x | x | x | x | x | x |
DASHBOARDS | x | x | x | x | x | x | x | x | x | x |
TASKS | x | x | x | x | x | x | x | x | x | x |
MONITORING | x | x |